How to generate Estimates

Estimates in Giddh are useful when you want to provide your customer with a quotation or cost proposal before creating an invoice. These can later be converted into actual invoices once confirmed.

Step 1: Access the Estimates Section

To open the estimate creation page:

Press Ctrl + G (Windows) or Cmd + G (Mac) to open the global search bar

Type “Estimate” and select the appropriate option

OR

Please refer to the URL below to access the Estimate page.

https://books.giddh.com/pages/vouchers/estimates/create

Step 2: Select or Add a Customer

• Choose an existing customer from the dropdown list

• If the customer is new, click “Add Customer” to enter their basic information such as: Customer Name, Email ID, Mobile Number, Billing/Shipping Address

Providing complete and accurate customer details helps link the estimate correctly to their account.

Step 3: Add Product/Service Details

• Enter the items being estimated: product name, quantity, rate, and applicable taxes.

• If you're adding multiple items, use the "Add Bulk Entries" option to save time.

• Include any discounts (fixed or percentage) where applicable.

Step 4: Finalize and Create

After filling in all details:

1. Click on the “Create” button to save the estimate.

2. Alternatively, you can use:

• Create & Send – to generate the estimate and immediately send it to the customer via email.

• Create & Print – to generate the estimate and directly print a physical copy for your records or client.

The estimate will now be available under your estimates list and can later be converted into a sales invoice if approved by the customer.